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333 hedge funds and large institutions have $3.47B invested in Alcoa in 2019 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 92 increasing their positions, 102 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 48

8% more capital invested

Capital invested by funds: $3.2B → $3.47B (+$267M)

4% more funds holding

Funds holding: 320333 (+13)

0.94% more ownership

Funds ownership: 85.92%86.85% (+0.94%)

10% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 102

24% less call options, than puts

Call options by funds: $90.5M | Put options by funds: $119M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
333
Holders Change
+13
Holders Change %
+4.06%
% of All Funds
6.56%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
65
Increased
92
Reduced
102
Closed
48
Calls
$90.5M
Puts
$119M
Net Calls
-$28.8M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$19M -$4.97M -240,310 -21%
JP Morgan Chase
27
JP Morgan Chase
New York
$18.4M +$6.08M +293,871 +52%
MSE
28
MUFG Securities EMEA
United Kingdom
$16.3M +$15.7M +758,263 New
Connor, Clark & Lunn Investment Management (CC&L)
29
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$16M +$2.34M +113,113 +18%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$15.9M +$2.89M +139,371 +23%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$15.4M +$8.37M +404,121 +130%
Morgan Stanley
32
Morgan Stanley
New York
$15.4M +$469K +22,632 +3%
Citigroup
33
Citigroup
New York
$15.2M +$3.45M +166,605 +31%
Bank of America
34
Bank of America
North Carolina
$14.4M -$795K -38,406 -5%
BPM
35
Bronson Point Management
Connecticut
$14M +$9.83M +475,000 +271%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$12.7M -$19.8K -958 -0.2%
UBS Group
37
UBS Group
Switzerland
$12.4M -$1.15M -55,764 -9%
Invesco
38
Invesco
Georgia
$12.3M +$993K +47,991 +9%
HP
39
Hosking Partners
United Kingdom
$12M -$443K -21,390 -4%
Barclays
40
Barclays
United Kingdom
$11.2M -$4.95M -239,025 -32%
BIM
41
Bogle Investment Management
Massachusetts
$10.4M
MCM
42
Masters Capital Management
Georgia
$10.3M +$9.88M +477,180 New
Legal & General Group
43
Legal & General Group
United Kingdom
$10.2M -$1.91K -92 -0%
SG Americas Securities
44
SG Americas Securities
New York
$10M +$5.83M +281,382 +153%
PPA
45
Parametric Portfolio Associates
Washington
$9.21M +$2.26M +108,983 +34%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$8.94M +$1.34M +64,788 +18%
CS
47
Credit Suisse
Switzerland
$8.89M +$718K +34,700 +9%
Allianz Asset Management
48
Allianz Asset Management
Germany
$8.12M -$2.17M -105,010 -22%
Swiss National Bank
49
Swiss National Bank
Switzerland
$7.64M +$128K +6,200 +2%
Point72 Asset Management
50
Point72 Asset Management
Connecticut
$7.51M +$7.23M +349,120 New

AA Hedge Fund Activity: Q4 2019 in Review

333 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Alcoa (AA) for Q4 2019, worth a combined $3.47B — up 8.4% from $3.2B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new AA positions and 48 closed out — a net gain of 17 holders — while 92 added to existing stakes and 102 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $93.2M. The largest seller was Capital International Investors, exiting entirely with an estimated $100M sold.

  • 333 institutional investors held Alcoa (AA) as of Q4 2019, up from 320 in Q3 2019.
  • Funds reported $3.47B of Alcoa stock for Q4 2019, up 8.4% quarter-over-quarter.
  • 65 funds opened new Alcoa positions in Q4 2019 and 48 closed out, a net change of +17 holders.
  • The largest Alcoa buyer in Q4 2019 was Nomura Holdings, an estimated $93.2M added.
  • The largest Alcoa seller in Q4 2019 was Capital International Investors, an estimated $100M sold.

Based on aggregated 13F filings for Q4 2019.